KTOS KRATOS DEFENSE & SECURITY SOLUTIONS, INC. Insider Trading

President US Division Steven Fendley sells 35,000 KTOS shares ($2.0M) as stock down -59.1% from 52-week high; 5 of 5 prior KTOS trades well-timed at 90d mark.

Steven S. Fendley, President of the US Division, executed 2 separate sales totaling 35,000 shares for $2,038,203.65 at an blended average price of $58.23 on 2026-06-08, reducing his holdings by 10.2% to 309,087 shares. The transaction occurs as KTOS trades at $54.82, down -59.1% from its 52-week high and -38.7% over the past 90 days. Notably, across his 5 prior trades at KTOS, all 5 were well-timed at the 90-day mark, with the most recent KTOS sales on 2026-02-23 and 2026-01-26 followed by 90-day returns of -39.8%, -39.2%, -43.5%, and -42.9% respectively. This established pattern of selling ahead of subsequent declines at this specific ticker is material context for evaluating the current sale, though the transaction's execution relative to future price movement remains to be observed.

Jonah Adelman sold 31,348 shares of KTOS at $57.06 for $1,788,625.97; stock now at $65.19.

Jonah Adelman, President of the ME Division, sold 31,348 shares at $57.06 on 2026-05-26, reducing his holdings by -79.7% from 39,348 to 8,000 shares. His prior four sales at KTOS show mixed outcomes: the most recent sale on 2025-11-25 saw a 90-day return of +26.1%, while his sale on 2025-05-13 saw a 90-day return of +93.8%, indicating the stock generally appreciated after his prior exits. The current price of $65.19 represents a -51.4% decline from the 52-week high of $134.00, and a +5.7% gain over 30 days. At this magnitude of position reduction, the transaction warrants monitoring of broader insider activity and any corresponding changes in company disclosure or guidance.

KTOS director William Hoglund sells 30,500 shares at blended $71.19 for $2.2M as stock down -24.3% in 30 days

Director William Hoglund executed three separate sales totaling 30,500 shares (30.5K shares) for $2,171,296.67 ($2.2M) at prices ranging from $70.14 to $72.26, reducing his holdings from 283,000 shares (283.0K shares) to 252,500 shares (252.5K shares). The current stock price of $67.31 sits -48.5% from the 52-week high of $130.72 and has declined -24.3% over the past 30 days, meaning these sales occurred at prices above the current level. Hoglund's prior sale at KTOS on 2025-12-01 was poorly timed: the stock rose 15.9% over the following 90 days, and his cross-ticker track record shows similar results (0 of 1 prior sells well-timed at the 90-day mark, with 90-day average return after sells at +15.9%). The company carries a P/E ratio of 448.73, substantially elevated, while fundamentals show $347.6M quarterly revenue with +18.5% annual growth and $8.7M net income.

KTOS President Carrai sells 6,500 shares across 5 trades for $578,947.19 at blended $89.07; stock now $93.04, up 4.5% in 30 days.

Carrai Phillip D, President of the STC Division, executed 5 separate sales totaling 6,500 shares for $578,947.19 on 2026-03-16 at prices ranging from $87.70 to $91.65, representing a -2.7% reduction of his pre-transaction holdings. The stock has appreciated 4.5% since the sale date and stands $3.97 above the blended transaction average of $89.07, suggesting the insider sold into a rising market. His cross-ticker track record shows 19 prior sells with an average 90-day return of +30.1% and a well-timed rate of 0.00%, indicating he has not historically sold before declines. At the same-ticker level, all 5 prior KTOS sales remain in early measurement windows (filed 2026-02-17) with no yet-measurable outcomes, preventing direct comparison of his timing pattern at this specific company.

Director Anderson Scott I sells 15,000 shares at avg $89.11; stock now $93.04, up 30.3% in 90 days; prior KTOS sales poorly timed.

Anderson Scott I, a director, executed 5 separate sales totaling 15,000 shares for $1,336,714.64 at prices ranging from $87.67 to $91.35 on 2026-03-16, reducing holdings by 22.6% to 51,334 shares. The stock has since appreciated to $93.04, up 30.3% over the past 90 days—a continuation of recent momentum (+4.5% in 30 days). His prior 4 trades at KTOS, all sales on 2025-12-15, showed a pattern of poor 90-day timing: each subsequent 90-day return was positive (ranging 14.7% to 18.5%), meaning the stock rose after each sale and the insider missed those gains. This filing suggests a similar pattern may be unfolding, with the current price already 4.5% above the blended sale price of $89.11 and strong recent momentum continuing upward.

VP & Corp. Controller sells 6,270 shares at blended $89.29 on 2026-03-16 for $559,844.62 total.

Maria Cervantes de Burgreen executed 4 separate sales totaling 6,270 shares for $559,844.62, reducing her holdings by 9.6% to 59,369 shares. The sales occurred across a narrow price range ($87.36–$90.45), suggesting a single liquidation event rather than opportunistic tactical selling. Her prior open-market activity at KTOS shows 2 prior sales both on 2025-01-07, each with positive 30-day returns (+8.5%) but negative 90-day returns (-5.9%), establishing a pattern where her sells at this ticker have been well-timed at the 90-day mark. The current stock price of $93.04 sits 28.8% below the 52-week high of $130.72, indicating a material pullback from recent peaks, though the 30-day and 90-day momentum trends remain positive at +4.5% and +30.3% respectively. The company's valuation metrics show an extreme P/E of 620.27 against modest net income of $8.7M on $347.6M quarterly revenue, alongside strong annual revenue growth of 18.5%.

KTOS President Rock Stacey G sells 6,066 shares for $533,739.22 via scheduled 10b5-1 plan; retains 25,617 shares

Rock Stacey G, President of the KTT Division at Kratos Defense, executed 6 separate sales totaling 6,066 shares for $533,739.22 on March 6, 2026, with prices ranging from $83.16 to $89.81 and a blended average of $87.99. This transaction was part of a pre-arranged 10b5-1 trading plan adopted on June 16, 2025, meaning the sales were scheduled in advance rather than discretionary. The sale reduced his holdings by 19.1% from 31,683 to 25,617 shares. As a scheduled plan-driven transaction, the timing and pricing reflect plan mechanics rather than independent decision-making around current market conditions.

KTOS President Thomas E Mills IV sells 5,758 shares for $525,454.11 under 10b5-1 plan

Thomas E Mills IV, President of the C5ISR Division, executed 8 separate sales totaling 5,758 shares for $525,454.11 on 2026-03-02 under a pre-arranged 10b5-1 trading plan adopted on 2025-06-03. His post-transaction holdings of 4,086 shares represent a 58.5% reduction from his pre-transaction position of 9,844 shares. The blended average sale price was $91.26 per share across the multiple tranches. This activity is scheduled under the 10b5-1 framework rather than discretionary, and the magnitude of the reduction—from 9.8K shares to 4.1K shares—reflects a substantial liquidation of his position in the company.

Steven S. Fendley (Pres, US Div) sold 7,000 shares at avg $92.57 on 2026-02-23; stock down 32.5% from 52-week high.

Steven S. Fendley sold 7,000 shares across 2 separate transactions totaling $647,976.36, reducing his holdings by 2.0% from 341,648 to 334,648 shares. The sales occurred at an average price of $92.57, while the stock currently trades at $88.23—32.5% below its 52-week high of $130.72—and has declined 20.7% over the past 30 days. Examining his prior trades at KTOS reveals a pattern of poor timing: of 5 prior transactions at this ticker, only the 2025-10-27 sale shows a measurable 90-day outcome, which was well-timed with an 18.4% decline after the sale, but the two most recent January 2026 sales have both fallen sharply (-18.7% and -17.8% in 30 days), contrary to two December 2025 sales that initially gained (+45.7% and +47.4%). The stock's sharp recent deterioration and the insider's continued selling activity despite a depressed valuation relative to the 52-week range warrants attention to whether fundamental conditions or operational challenges are emerging at this defense contractor.

KTOS President Carrai sells 6,500 shares at $87.75–$93.15 for $590,912.59; post-sale holds 213,325 shares

Carrai Phillip D, President of the STC Division, executed 6 separate sales totaling 6,500 shares for $590,912.59 on 2026-02-17, reducing his position from 219.8K to 213.3K shares (-3.0%). The sales were executed at prices ranging from $87.75 to $93.15, with a blended average of $90.91, which compares to the current price of $105.67 (a 16.3% upside to where the trades occurred). His prior sell on 2026-01-15 at the same ticker showed negative 30-day performance averaging -26.2% across four transactions. The current stock is -19.2% from its 52-week high of $130.72 despite a strong +52.8% 90-day gain, placing this sale within a period of recent pullback from elevated levels. His cross-ticker track record shows an aggregate well-timed rate of 0.00% across 13 prior sells, with average 90-day returns of +30.1%, indicating his recent sales have not preceded further declines.